For Tax Planning, 2012
Federal income tax provisions affecting individual tax payers that expired on December 31, 2011. Done Deals • Individual AMT exemption amounts –... Learn More
LTC PARTNERSHIP NOTICE
The minimum daily benefit for all CA Partnership long-term care insurance policies is $180/day, effective Jan. 1, 2012.
Life Insurance for the Elderly
Final expense insurance is one of the fastest growing segments of life insurance sales. Boomers that bought term with the advice to invest the difference... Learn More
$10M STOLI Payout Voided
Prudential Financial Inc. won a federal judge’s approval to void a $10 million insurance policy on the life of a Delray Beach,... Learn More
Got a C-corp client?
Long-term care premiums paid by a C-corporation are, under current tax code, 100% deductible as a business expense. This needs to be... Learn More